Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,118 | $72,071+186.0% | $68,368+201.5% | $137,256+50.2% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.0%-2.7pp |
| Annual return | 11.80% | 353.14%-341.3pp | 292.57%-280.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,753 | $2,788+34.6% | $2,649+41.7% | $4,156-9.7% |
| Participant deferral / active EE | $10,806 | $4,410+145.0% | $4,123+162.1% | $6,407+68.7% |
| Admin fee / account holder | $56,195 | $5,336+953.2% | $5,150+991.2% | $12,270+358.0% |